See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,499 | $109,817+9.7% | $98,442+22.4% | $167,490-28.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 24.76% | 1956.69%-1931.9pp | 1492.73%-1468.0pp | 478.56%-453.8pp |
| Employer contribution / active EE | $2,408 | $3,224-25.3% | $2,960-18.6% | $4,837-50.2% |
| Participant deferral / active EE | $4,686 | $4,673+0.3% | $4,276+9.6% | $6,341-26.1% |
| Admin fee / account holder | $651 | $6,753-90.4% | $5,949-89.1% | $12,309-94.7% |